❑Using the Search Dialog available on the Sub Info (F2) Form to located the desired Subscriber:
•Search - Click the Search option on the Sub Info (F2) Form
•Search By - Using the Drop-Down Selection List provided, Select the Search By criteria for locating the required Subscriber record.
✓The default criteria is initially blank, then the one used most recently becomes the default.
✓On a User by User basis, the selected Search By method - when selected - will become the new default Search By method for that User.
Search By criteria list
•Search Value - Enter a Search Value.
✓The Search Value entry is not case sensitive.
✓"SMITH: and "smith" are viewed and searched in the same manner, because during the search, the system internally converts the Search Value entry and the Search By field to all upper case.
✓Click on the required Subscriber record when it is displayed, then Click OK.
✓The Search Dialog will close and the selected Subscriber record will be displayed on the Sub Info Form.
•How the Search will be performed:
✓Auto Search - By default, the Auto Search function will be set for Begin.
▪However, using the Drop-Down Selection List available in the Options Menu, you may Choose any of three methods to locate the needed record.
▪If Auto Search is active, entering the first few letters of their name will present a list of choices.
▪As each Search Value character is typed, the list will be further refined based on the additional characters entered.
▪Click on the appropriate Subscriber record when it is displayed.
✓Begin - The Search Value that is typed will be compared to the beginning of the Search By criteria you selected.
✓Partial - The Search Value that is typed will be compared to the whole line of data to find any matching set of characters in the Search By criteria you selected.
▪As an example, entering "MIT" would locate "SMITH".
✓End - The Search Value that is typed will be compared to the end of data to find a match based on the Search By criteria you selected.
▪What you enter will be compared from the end, back to the beginning of the field selected in Search By.
❑Other Available Options on the Sub Info (F2) - Search dialog:
•Columns - Select which specific columns are to be listed in the Subscriber Search dialog:
Sub Info (F2) Search dialog
Field selection options
✓Click the asterisk (¬) at the left of the list's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.
✓By default, all Column Names will be Checked.
✓Remove the Check mark (Click on the Check to remove it) to hide that column of data from the list.
•Columns - Rearrange the left to right sequence in which the Columns are to be displayed:
✓To move a Column left or right of its original location, Drag and Drop that Column to the desired location.
✓This relocation may be executed on the Search dialog itself, or within the Column List described above.
•Click the Options button at the bottom right of the Search dialog to display and set the available Display Options:
•Auto Search - Check this box to activate the Auto Search function.
✓Auto Search performs an incremental search as the Search Value entry (see below).
▪If Auto Search is active, entering the first few letters of their name will present a list of choices.
▪As each Search Value character is typed, the list will be further refined based on the additional characters entered.
✓If Auto Search is inactive, once the Search Value is entered, the User must Click the Search button at the top of the Search Dialog to execute the Search.
•Search - By default, when Checked, the Search function will be set for Begin,
✓However, using the Drop-Down Selection List, you may Choose any one of these three available methods to locate the needed record.
1.Begin - The Search Value you type will be compared to the beginning of the Search By criteria you selected.
2.Partial - The Search Value you type will be compared to the whole line of data to find any matching set of characters in the Search By criteria you selected.
▪As an example, entering "MIT" would locate "SMITH".
3.End - The Search Value you type will be compared to the end of data to find a match based on the Search By criteria you selected.
▪What you enter will be compared from the end back to the beginning of the field selected in Search By.
•Show Legend - The records displayed are presented in one of four formats:
1.White type on a red background - representing a previously Deleted Subscriber record.
2.Red type on a yellow background - representing an Account that is Off Line.
3.Black type on a white background - representing a regular Subscriber record.
4.Black type in Italics on a white background - representing a Subscriber's Service Address record.
5.White type on a Brown background - representing a Subscriber's record Billing Address record.
✓To display this "reminder" Legend at the bottom of the Subscriber Search dialog, Select this option.
03/17/2019